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CPQ Software
PSQuote reviews and summary
PSQuote is a specialized CPQ solution from CLD Partners built natively on the Salesforce Platform for quoting professional services. It enables businesses to accurately quote projects based on resource roles, hourly rates, project schedules, and applicable discounts. The software automates the creation of professional statement of work (SOW) documents and seamlessly synchronizes quoted data with Professional Services Automation (PSA) tools for project delivery. This closes the loop between sales quoting and service delivery within the Salesforce ecosystem. This solution is designed for professional services firms, IT consultants, marketing agencies, and any business that sells project-based services and uses Salesforce, needing a tool to standardize...
Best for
This solution is designed for professional services firms, IT consultants, marketing agencies, and any business that sells project-based services and uses Salesforce, needing a tool to standardize and accelerate service quoting and handoff to delivery teams.
Category
CPQ Software
Vendor
CLD Partners
Key takeaways
Our verdict
Our verdict is that PSQuote is an excellent native Salesforce app for service-based businesses, effectively bridging the gap between sales and delivery with accurate, automated service quoting and smooth integration with PSA workflows.
Quick facts
PSQuote at a glance
Vendor
CLD Partners
Category
CPQ Software
Ratings
PSQuote ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
PSQuote pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses PSQuote?
This solution is designed for professional services firms, IT consultants, marketing agencies, and any business that sells project-based services and uses Salesforce, needing a tool to standardize and accelerate service quoting and handoff to delivery teams.
Feature research
PSQuote features
These are common features buyers compare in CPQ Software. Product-specific availability should be confirmed with the vendor.
2D Drawing
Helps teams create, reuse, and adjust work assets without rebuilding the same material from scratch.
3D Imaging
Helps buyers judge whether 3D imaging fits the way their team handles cpq work.
Approval Workflow
Makes handoffs and approvals easier to follow, especially when several people need to move work from request to resolution.
eCommerce Management
Helps buyers judge whether ecommerce management fits the way their team handles cpq work.
Guided Selling
Helps buyers judge whether guided selling fits the way their team handles cpq work.
Price and Cost Calculations
Helps buyers judge whether price and cost calculations fits the way their team handles cpq work.
Product Configurator
Helps buyers judge whether product configurator fits the way their team handles cpq work.
Quotes/Estimates
Connects money-related work with the rest of the cpq process so charges, approvals, and records are easier to review.
Renewal Management
Helps buyers judge whether renewal management fits the way their team handles cpq work.
Self Service Portal
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Compare
PSQuote alternatives
Compare PSQuote with other CPQ Software tools that buyers often evaluate.
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Verenia CPQ by Verenia
Verenia CPQ combines configure-price-quote functionality with B2B e-commerce and sales enablement in a single platform designed for manufacturers and distributors with complex, con...
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ShapeDiver is an innovative online platform that harnesses the power of parametric design, specifically through integration with Grasshopper for Rhino. It provides a robust and sca...
LogicBox by Logicbox Software
LogicBox, from Logicbox Software, is a customizable business platform designed to help companies simplify their operations and drive growth. While details are broad, it typically p...
Zakeke by Zakeke
Zakeke is a cloud-based visual commerce platform that empowers businesses to integrate immersive 3D, Augmented Reality (AR), and product customization features directly into their...
Software reviews
PSQuote software reviews
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FAQ
PSQuote FAQs
PSQuote is a specialized CPQ solution from CLD Partners built natively on the Salesforce Platform for quoting professional services. It enables businesses to accurately quote projects based on resource roles, hourly rates, project schedules, and applicable discounts. The software automates the creation of professional statement of work (SOW) documents and seamlessly synchronizes quoted data with Professional Services Automation (PSA) tools for project delivery. This closes the loop between sales quoting and service delivery within the Salesforce ecosystem.
This solution is designed for professional services firms, IT consultants, marketing agencies, and any business that sells project-based services and uses Salesforce, needing a tool to standardize and accelerate service quoting and handoff to delivery teams.
PSQuote is listed in CPQ Software.
PSQuote is listed with CLD Partners as the vendor.
Buyers often compare PSQuote with other CPQ Software tools such as Qwilr, shopVOX, Quotient, Verenia CPQ. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for PSQuote.
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